Institute For Wealth Management, Llc. Invesco Exchange Traded Fd Tr Transaction History

Institute For Wealth Management, Llc.

$788 Million
Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 25,156 shares of PEY stock, worth $547,897. This represents 0.07% of its overall portfolio holdings.

Number of Shares

25,156

Previous 25,170 0.06%

Holding current value

$547,897

Previous $551,000 3.09%

% of portfolio

0.07%

Previous 0.07%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$21.1 - $23.08 $295 - $323	-14 Reduced 0.06%	25,156 $534,000
Q1 2024 Apr 30, 2024	SELL	$19.47 - $21.39 $19 - $21	-1 Reduced -0.0%	25,170 $519,000
Q1 2023 Apr 20, 2023	SELL	$18.83 - $21.76 $4,707 - $5,440	-250 Reduced 0.98%	25,171 $501,000
Q4 2022 Feb 02, 2023	SELL	$18.76 - $21.54 $544 - $624	-29 Reduced 0.11%	25,421 $525,000
Q2 2022 Jul 25, 2022	SELL	$19.88 - $22.48 $17,772 - $20,097	-894 Reduced 3.39%	25,450 $523,000
Q1 2022 Apr 29, 2022	SELL	$20.59 - $22.09 $576 - $618	-28 Reduced 0.11%	26,344 $575,000
Q3 2020 Nov 03, 2020	SELL	$13.69 - $15.37 $15,866 - $17,813	-1,159 Reduced 4.21%	26,372 $379,000
Q2 2020 Jul 30, 2020	BUY	$12.35 - $16.47 $4,940 - $6,588	400 Added 1.47%	27,531 $397,000
Q1 2020 Apr 29, 2020	SELL	$11.14 - $19.3 $10,583 - $18,335	-950 Reduced 3.38%	27,131 $351,000
Q4 2019 Feb 27, 2020	BUY	$17.61 - $19.01 $485,120 - $523,687	27,548 Added 5168.48%	28,081 $533,000
Q4 2019 Jan 27, 2020	SELL	$17.61 - $19.01 $485,120 - $523,687	-27,548 Reduced 98.1%	533 $533,000
Q1 2019 May 15, 2019	SELL	$15.75 - $17.94 $1,575 - $1,794	-100 Reduced 0.35%	28,081 $502,000
Q4 2018 Feb 08, 2019	BUY	$15.14 - $18.13 $426,660 - $510,921	28,181 New	28,181 $446,000

Others Institutions Holding PEY

# of Institutions

211

Shares Held

22.4M

Call Options Held

58.7K

Put Options Held

10.8K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker PEY
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Institute For Wealth Management, Llc. Invesco Exchange Traded Fd Tr Transaction History